Meet the Coastal Estate Planning Team
Lorena LeRoy-Ortega Senior paralegal
Sheena Mohseni Paralegal
Cindy K. Myers, Esq. Managing Attorney
As our dedicated Probate and Trust Administration Paralegal, Lorena brings both compassion and deep expertise to every matter she handles. She works closely with Trustees, Executors, and Beneficiaries to make the process as smooth and stress-free as possible. With years of experience providing support to attorneys in estate planning, pro
As our dedicated Probate and Trust Administration Paralegal, Lorena brings both compassion and deep expertise to every matter she handles. She works closely with Trustees, Executors, and Beneficiaries to make the process as smooth and stress-free as possible. With years of experience providing support to attorneys in estate planning, probate and trust administration, Lorena is skilled in preparing and filing probate documents, managing trust accountings, and general case management. Her attention to detail and caring approach help families feel confident and supported every step of the way.
Cindy K. Myers, Esq. Managing Attorney
Sheena Mohseni Paralegal
Cindy K. Myers, Esq. Managing Attorney
With over a decade of experience in estate planning, trust administration, and probate, Cindy is a trusted advocate known for guiding individuals and families through some of life’s most important legal decisions with genuine compassion. As the founder of Coastal Estate Planning, P.C., her goal is to help clients protect their legacies wi
With over a decade of experience in estate planning, trust administration, and probate, Cindy is a trusted advocate known for guiding individuals and families through some of life’s most important legal decisions with genuine compassion. As the founder of Coastal Estate Planning, P.C., her goal is to help clients protect their legacies with clarity, compassion, and precision.
Throughout her career, Cindy has built a reputation for friendly, approachable, personalized service, legal excellence, and a deep understanding of the nuances of proactive estate planning as well as post mortem estate and trust administration. Her practice is rooted in the belief that estate planning is not just about documents—it's about people, families, and peace of mind. She thoroughly enjoys getting to know her clients and their families.
In addition to leading the firm, Cindy enjoys serving the legal community as an adjunct professor of Wills and Trusts at California Desert Trial Academy College of Law, where she mentors the next generation of legal professionals and brings real-world experience into the classroom.
Sheena Mohseni Paralegal
Sheena Mohseni Paralegal
Sheena Mohseni Paralegal
Sheena has a genuine passion for helping others and brings that same care and dedication to her work every day. After completing her paralegal training, she set out to make a difference by providing compassionate, knowledgeable support to our estate planning clients -- from gathering essential information to preparing and finalizing key d
Sheena has a genuine passion for helping others and brings that same care and dedication to her work every day. After completing her paralegal training, she set out to make a difference by providing compassionate, knowledgeable support to our estate planning clients -- from gathering essential information to preparing and finalizing key documents like wills, trusts, and powers of attorney. Whether she’s welcoming clients in person or working behind the scenes to draft estate plan documents, Sheena truly enjoys building lasting relationships and getting to know our clients. Her combination of warmth and professionalism helps make the estate planning experience a smooth and positive one for the families we assist.
Janine Hardy Administrative Assistant
Juli Lyon Director of Client Relations
Sheena Mohseni Paralegal
With a strong background in customer service, data management, and administrative support, Janine helps keep our "behind the scenes" operations running seamlessly. Before joining our team, she spent several years in the college admissions field, where she became an expert at managing sensitive information, coordinating complex schedules,
With a strong background in customer service, data management, and administrative support, Janine helps keep our "behind the scenes" operations running seamlessly. Before joining our team, she spent several years in the college admissions field, where she became an expert at managing sensitive information, coordinating complex schedules, and supporting students and families with care and professionalism. Those same skills now serve our clients and our team exceptionally well.
Juli Lyon Director of Client Relations
Juli Lyon Director of Client Relations
Juli Lyon Director of Client Relations
Juli has a an extensive background in customer service and law office management. This combined experience makes her uniquely qualified to wear many hats in our office. Juli is usually our clients' first point of contact. She enjoys getting to know our clients and ensures every detail is handled efficiently and every client interaction
Juli has a an extensive background in customer service and law office management. This combined experience makes her uniquely qualified to wear many hats in our office. Juli is usually our clients' first point of contact. She enjoys getting to know our clients and ensures every detail is handled efficiently and every client interaction is thoughtful and welcoming. Juli is also our MetLife legal plan liaison; she works closely with plan representatives to confirm and coordinate coverage and ensure a smooth process for our MetLife members.